Lazari Capital Management’s Caterpillar CAT Stock Holding History

Lazari Capital Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.24M	Sell	1,164 -103	-8%	-$90.5K	0.38%	45
2026 Q1	$898K	Sell	1,267 -68	-5%	-$47.1K	0.31%	57
2025 Q4	$765K	Sell	1,335 -8	-0.6%	-$4.45K	0.26%	64
2025 Q3	$641K	Sell	1,343 -134	-9%	-$57.2K	0.22%	72
2025 Q2	$573K	Buy	1,477 +3	+0.2%	+$1K	0.22%	76
2025 Q1	$486K	Buy	1,474 +31	+2%	+$11K	0.2%	81
2024 Q4	$523K	Buy	1,443 +36	+3%	+$14K	0.21%	74
2024 Q3	$551K	Buy	1,407 +21	+2%	+$7.25K	0.24%	73
2024 Q2	$462K	Buy	1,386 +23	+2%	+$7.97K	0.21%	78
2024 Q1	$499K	Sell	1,363 -40	-3%	-$12.8K	0.27%	62
2023 Q4	$415K	Sell	1,403 -195	-12%	-$50.6K	0.24%	69
2023 Q3	$436K	Buy	1,598 +96	+6%	+$26K	0.26%	60
2023 Q2	$370K	Buy	+1,502	New	+$335K	0.21%	70

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lazari Capital Management's CAT Position: Q2 2026 in Review

Lazari Capital Management reduced its Caterpillar (CAT) stake by 8.1% in Q2 2026, selling an estimated $90.5K and leaving 1,164 shares worth $1.24M. The position accounts for 0.38% of the portfolio, ranked #45.

Lazari Capital Management first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Lazari Capital Management held 1,164 shares of Caterpillar worth $1.24M as of Q2 2026.
Lazari Capital Management sold 103 Caterpillar shares in Q2 2026, an estimated $90.5K.
Caterpillar made up 0.38% of Lazari Capital Management's portfolio in Q2 2026, its #45 holding.
Lazari Capital Management first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.